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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
LCAM
2026
London & Capital Asset Management
United Kingdom
$634K +$41.6K +538 +7%
VSWA
2027
Vontobel Swiss Wealth Advisors
Switzerland
$632K +$638K +8,242 New
PFM
2028
Probabilities Fund Management
New York
$631K – – –
BCIM
2029
Bishop & Co Investment Management
Pennsylvania
$629K -$464 -6 -0.1%
FSWA
2030
Financial Synergies Wealth Advisors
Texas
$628K +$25.7K +332 +4%
OFS
2031
OneAscent Financial Services
Alabama
$627K +$633K +8,183 New
CFSG
2032
Community Financial Services Group
Vermont
$626K -$47.9K -619 -7%
WPA
2033
West Paces Advisors
Georgia
$625K -$27.8K -359 -4%
HC
2034
HNP Capital
New York
$624K – – –
VRM
2035
Vectors Research Management
New York
$624K – – –
PAA
2036
Peregrine Asset Advisers
Oregon
$623K – – –
CPA
2037
Clear Perspective Advisors
Illinois
$622K – – –
HI
2038
Hendershot Investments
Virginia
$620K +$78.6K +1,015 +14%
CW
2039
Cobiz Wealth
Colorado
$618K -$425K -5,486 -40%
CAM
2040
Concorde Asset Management
Michigan
$614K +$14K +181 +2%
DC
2041
DeDora Capital
California
$614K +$101K +1,305 +19%
TAM
2042
Troy Asset Management
United Kingdom
$613K – – –
SFI
2043
SPC Financial Inc
Maryland
$612K -$20.8K -269 -3%
PWPS
2044
Pinnacle Wealth Planning Services
Ohio
$606K +$121K +1,566 +25%
KFS
2045
Kelly Financial Services
Massachusetts
$606K -$82.8K -1,070 -12%
CA
2046
Cambridge Advisors
Nebraska
$605K -$66.7K -861 -10%
TF
2047
Trek Financial
Arizona
$604K +$163K +2,102 +36%
ER
2048
Enlightenment Research
Florida
$602K -$155K -2,000 -19%
WTFG
2049
Wells Trecaso Financial Group
Ohio
$601K -$3.33K -43 -0.5%
TAM
2050
Trillium Asset Management
Massachusetts
$594K -$1.11M -14,309 -65%
80 81
82
83 84